Aligned Reviews & Product Details

I appreciate Aligned because it consolidates all our client-facing materials in one place. With a shared space, we have easy access to decks, proposals, and timelines, which helps us keep clients updated and cuts down on endless email chains. I also find the Mutual Action Plan feature very useful, as it allows both sides to track deal progress clearly. Review collected by and hosted on G2.com.

When managing several clients, I find that the notifications can become somewhat overwhelming due to their frequency. Review collected by and hosted on G2.com.

I love using Aligned as a job seeker because it allows me to organize and share my professional portfolio in an interactive and structured digital sales room. This feature makes it easy to present my experience, KPIs, outbound examples, and projects professionally, standing out during interviews. Aligned helps centralize all my materials, keeping communication clear and streamlined, which saves time compared to managing multiple files. I appreciate the clean, professional workspace it provides, making content organization and sharing straightforward. The intuitive layout of the software made the initial setup simple and quick for me, which I found very convenient. I’m also able to track engagement effectively within the platform, enhancing my interactions with hiring teams. Aligned significantly enhances my presentation, showcasing my organization skills and attention to detail, making a lasting impression. Overall, I find Aligned incredibly useful, awarding it a perfect 10 out of 10 for its remarkable contribution to my job search process. Review collected by and hosted on G2.com.

I'd like to see more templates or automation options to make setup faster and easier. Review collected by and hosted on G2.com.

I use Aligned primarily for large, complex deals — multi-product and multi-year contracts of $500K+ TCV. It’s most effective when I introduce it early in the sales cycle, right after the first discovery call, to get all stakeholders aligned from the outset.

Some of my biggest wins using Aligned rooms include myPOS and CV Global, both with over $1M TCV.

The information I share most often includes proposals, call recordings, demos, and 1-pagers. I’ve also tried sharing timelines/next steps but found clients engage less with that feature.

My favourite feature is activity tracking — it gives me valuable insight into which stakeholders are engaging with which content.

While I don’t have a single standout favourite template yet, I’ve seen real value in the structured approach Aligned brings to large deals.

Overall, Aligned has been a powerful tool for managing my biggest deals and keeping everyone on the same page. Review collected by and hosted on G2.com.

If I could improve three things, they’d be:

- Timeline/Next Step/MAP functionality — to make it more engaging and easier for clients to interact with.

- Greater flexibility in how mutual action plans are displayed. Review collected by and hosted on G2.com.

I appreciate how Aligned allows for customization to suit each unique deal, as each deal comes with its own specific requirements. This feature is incredibly beneficial for managing diverse sales deals effectively. I also like how intuitive the user interface experience is, which makes navigating through the software effortlessly and enhances my overall efficiency. Additionally, the setup process was straightforward, thanks to the pre-existing templates provided by Aligned. These templates significantly simplified the initial setup, offering a smooth transition into using the software. Moreover, Aligned helps me keep all exchanged documents, pricing, an other information organized in one place during the sales process, which is essential given the frequent back-and-forth of documents in my line of work. Review collected by and hosted on G2.com.

I wish there was more of a focus to separate internal and external content within Aligned. The setup currently focuses on external sharing, which works well for client interactions. I would also like to use the rooms to track and document confidential or internal details about the deals that should not be visible to clients. It is currently possible, but not really easy to do. Review collected by and hosted on G2.com.

The ability to host all resources in one place, build mutual action plans and track insights from the buyer circle throughout the sales process.

Aligned enables a shift from selling to buying as a service, which is extremely appreciated by clients, especially those in the business who are less familiar with structured buying processes internally. Review collected by and hosted on G2.com.

More flexibility and drag-and-drop options for visualising content would be helpful. I could also see the mutual action plans, etc, be further evolved into an Asana/Monday-like project plan to take it from the pre-sales to parts of the post-sale process.

Additionally, I would love to see even further integrations into the G-suite & MS online products - for some reasons I'm reasoning some limitations there. Review collected by and hosted on G2.com.

I use Aligned to collaborate with my biggest clients and appreciate the way it provides a space with all relevant information, updates, training materials, and collateral, all structured in a very organized manner. This organization simplifies processes for my clients and the users of my platform, ensuring they receive the best experience, onboarding, and training. The platform's ability to facilitate collaboration with hundreds and thousands of users, something I couldn't achieve through email, is a standout feature. This centralized sharing saves me significant time and effort. I find Aligned extremely easy to use and set up, with its straightforward and intuitive nature making it a pleasure to work with. I also value the ease with which I can feed all relevant information into the platform quickly. Furthermore, I enjoy using Aligned to create spaces to display playbooks, PDFs, and videos. The carousel of various videos and the ability to upload training sessions provide users with a wealth of information in one neatly organized place, offering a great overview. Review collected by and hosted on G2.com.

I believe that Aligned could be even more customizable than it currently is. I'd appreciate having more freedom to express the designs I envision. Specifically, I would like more customization options for the sections, such as the carousel section. Although I'm unsure of the exact appearance, having the ability to customize these sections further would enhance my experience. Review collected by and hosted on G2.com.

It is very easy for myself and my reps to navigate. It has provided more continuity to our proposal reviews, and provides both a central area where they can find all collateral, documents, pricing etc but also allows our team to track and have insights into who is interacting with what. Also, it has native integrations with tools we use like Gong and PandaDoc, which makes adding in call recording and proposals very easy. Review collected by and hosted on G2.com.

There are a couple of small bugs I have noticed from time to time (file upload toaster box stuck in the bottom right of my account, not being able to click action plan items) but they are very few and far between and haven't hurt the user experience. Review collected by and hosted on G2.com.

I have been using Aligned for about a month and have found the onboarding experience to be incredibly smooth, which is something I really appreciate, especially as a first-time user of such a service. The boards feature stands out for me because I can quickly edit them, identify blind spots, and align with my team on the next steps efficiently. The way Aligned organizes my pipeline and boards is excellent as everything seems well-aligned, allowing for better team coordination and problem-solving. These aspects contribute greatly to why I would consider buying or recommending the product again. Review collected by and hosted on G2.com.

I am currently facing challenges with understanding and utilizing automations within Aligned. Specifically, I wish that there were more intuitive ways to set up automations when the pipeline status changes. This feature is something I am trying to comprehend better, and it would significantly help if it were more user-friendly or came with better guidance. Review collected by and hosted on G2.com.

It tells me which leads are not worth the firm's expensive resources, allowing me to focus my personal time on closing high-score clients and placing the low-score ones on an automated, low-cost nurture track. Review collected by and hosted on G2.com.

Aligned demands that everyone, especially the veterans and the support staff, adheres to the standardized process and scoring rubric. Review collected by and hosted on G2.com.

I absolutely love using Aligned as a sales room tool and for marketing follow-up because it is incredibly easy and intuitive to use, making it a joy to work with. The ability to create a digital sales room within minutes allows me to streamline my operations swiftly. Aligned's centralization of all my documents, files, and communications is invaluable, providing a singular space to multithread people and share information seamlessly, which I find exceptionally convenient. Moreover, the analytics feature is outstanding, giving me insights into who's been in the room, what they've engaged with, and identifying any potential issues, which empowers me to engage effectively. The overall ease, the cost-effectiveness, and the satisfaction I derive from using Aligned are significant motivators for me to continue using the software. Additionally, my ability to integrate Aligned with tools like Google Docs and Gong that I regularly use further enhances its utility. Overall, my experience with Aligned has been highly satisfactory, which is why I would give it a 10 out of 10 in recommending it to others. Review collected by and hosted on G2.com.

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